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Intel announces retirement of Pat Gelsinger

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Re: Intel announces retirement of Pat Gelsinger

#461

Post by KerrAvon »

UncleOxidant wrote: post #380
etempleton wrote: post #64

I feel like this is a mistake. Pat's strategy is aggressive but what the company needs. Intel's stock is jumping at this announcement, but I look at it as a bad signal for Intel 18a. If 18a was looking to be a smash hit then I don't think Pat gets retired. If 18a is a success then it is an even more short-sighted decision by the board. What this likely means is two-fold: 1. Intel 18a is being delayed further and/or t…

> I think the best case scenario for Intel is a merger with AMD I think a merger with Nvidia would be more likely given the antitrust issues that a merger with AMD would bring up.

That assumes a functional antitrust mechanism. We don't know what the next admin will do yet other than attempt technically illegal revenge on people they hate.

Re: Intel announces retirement of Pat Gelsinger

#462

Post by KerrAvon »

Wytwwww wrote: post #198
JonChesterfield wrote: post #165

Earlier quoted context omitted.

Apple is the obvious one. Essentially the only place with both the capital to do it and the extreme vertical integration enthusiasm. AMD hopefully still remembers running a fab.

The only thing that Apple might find even remotely useful are Intel's fabs. The rest of the business would have to be sold ton someone else or closed down (which would never be approved by the government). Even then there is zero indication that Apple would ever want to do their own manufacturing.

The government desperately wants US fabs because the military requires tech and it's increasingly dangerous to rely on globalization when the globe is going nuts -- the rest of it doesn't really matter.

Re: Intel announces retirement of Pat Gelsinger

#463

Post by xxpor »

sitkack wrote: post #426
phkahler wrote: post #94

Earlier quoted context omitted.

>> If 18a is not ready I think the best case scenario for Intel is a merger with AMD. Aside from the x86 monopoly that would create, I don't think Intel has much of value to AMD at this point other than the fabs (which aren't delivering). IMHO if Intel is failing, let them fail and others will buy the pieces in bankruptcy. This would probably benefit several other companies that could use 22nm and up fab capacity and…

I could see Broadcom picking up x86.

This is great "write a horror story in 7 words" content.

Re: Intel announces retirement of Pat Gelsinger

#464

Post by [deleted] »

kergonath wrote: post #409
kgeist wrote: post #307

Earlier quoted context omitted.

Well, Intel Russia opened in 2000 back when USA and Russia were on good terms, and Putin was relatively unknown. Sure it was a mistake in hindsight...

It had been obvious for quite a while even before 2022. There were the Chechen wars, and Georgia in 2008, and Crimea in 2014. All the journalists and opposition politicians killed over the years, and the constant concentration of power in the hands of Putin. The Ukraine invasion was difficult to predict, but Russia was a dangerous place long before that. It’s a CEO’s job to have a strategic vision, there must have be…

[deleted]

Re: Intel announces retirement of Pat Gelsinger

#465

Post by pharos92 »

You always hope as a technical person to see an engineer running a company. This move, in these circumstances do little to inspire confidence for engineers occupying c-suite positions. I had high hopes for Pat, given his previous track record. But it appears the damage to Intel had already been done.

Re: Intel announces retirement of Pat Gelsinger

#466

Post by readyplayernull »

eYrKEC2 wrote: post #420
readyplayernull wrote: post #262

Break their fabs up, make one of those focus on GPUs, another on NPUs, so FPGAs, and robotics. Some will die some will yield new "Intel's."

TSMC handles AMD chips and NVidia chips. Why do you think Intel needs a special fab _for_ GPUs? It's the same lithography process.

It's not about it needing special fabs, but about breaking it up into market segments.

Re: Intel announces retirement of Pat Gelsinger

#467

Post by crowcroft »

ksec wrote: post #120

I am perhaps one of Pat's biggest fan. Was in tears when I knew he is back at Intel [1]; > "Notable absent from that list is he fired Pat Gelsinger. Please just bring him back as CEO." - 2012 on HN, when Paul Otellini Retired. > "The only one who may have a slim chance to completely transform Intel is Pat Gelsinger, if Andy Grove saved Intel last time, it will be his apprentice to save Intel again. Unfortunately give…

I hope they sell off some more distracting/minor parts of the business, and then work with a fund to take the company private.

Similar to Yahoo a number of years ago, there's some real business still there, they just need to remove the expectation of constant quarterly calls and expectations and make long term, consistent investments again.

Re: Intel announces retirement of Pat Gelsinger

#468

Post by hn3er1q »

michaelt wrote: post #413
tadfisher wrote: post #374

Earlier quoted context omitted.

PCI-e is the culmination of that ecosystem, and like PCI before it, is available on all architectures to anyone who pays PCI-SIG.

PCIe is great, yes. Sadly with the rise of laptops with soldered-in-everything, and the popularity of android/iphone/tablet devices, I share some of layer8's worries about the future of the relatively open PC architecture and hardware ecosystem.

On the one hand I do get the concern, on the other there’s never been a better time to be a hardware hacker. Cheap microcontrollers abound, raspberry pi etc, cheap fpgas, one can even make their own asic. So I just can’t get that worked up over pc architectures getting closed.

Re: Intel announces retirement of Pat Gelsinger

#469

Post by baq »

sitkack wrote: post #426
phkahler wrote: post #94

Earlier quoted context omitted.

>> If 18a is not ready I think the best case scenario for Intel is a merger with AMD. Aside from the x86 monopoly that would create, I don't think Intel has much of value to AMD at this point other than the fabs (which aren't delivering). IMHO if Intel is failing, let them fail and others will buy the pieces in bankruptcy. This would probably benefit several other companies that could use 22nm and up fab capacity and…

I could see Broadcom picking up x86.

sir there are children reading this site.

Re: Intel announces retirement of Pat Gelsinger

#470

Post by __d »

tucnak wrote: post #142
cogman10 wrote: post #107

Earlier quoted context omitted.

> The moat of the two companies together would give the new combined company plenty of time to ramp up their fabs. I'm not convinced of this. Fabs are incredibly expensive businesses. Intel has failed to keep up and AMD spun off their fabs to use TSMC. There is also ARM knocking at the door for general computing. It's already gaining traction in previously x86 dominated markets. The model for US based fabbing has to…

Honestly, I wouldn't put it behind IBM to turn it around with POWER revival. They'd been doing some cool stuff recently with their NorthPole accelerator[1], and using 12nm process while at it, indicating there's much room for improvement. It could eventually become a relatively open, if not super affordable platform. There's precedent with OpenPOWER! And not to mention RISC-V, of course, championed by Jim Keller et a…

PPC’s likely last hope died when Google didn’t go ahead with OpenPower.

Talos is the exception that proves the rule, sadly.

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